Strategist sees a rotation back into defensive stocks and cyclical sectors
The result has raised hopes in the U.S. for an economic recovery
Defensively constructed portfolios can outperform in the long run
Foreign exchange gains offset by equity, bond market weakness
New research finds that brokers leak info on smart shorts into the market
High valuations curb return potential despite strong economic growth
Market gains tempered by rising Canadian dollar in Q2
ESMA outlines market vulnerabilites amid higher interest rates, economic uncertainty
Analyst sentiment turns rosier for S&P 500 companies, Refinitiv reports
Column: Reconsider the assumption that government bonds outperform during equity sell-offs